WCM
XYZ

Whitener Capital Management’s Block Inc XYZ Stock Holding History

Whitener Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,462
Closed -$212K – 139
2022
Q2 		$212K Sell
3,462
-2,515
-42% -$230K 0.1% 128
2022
Q1 		$810K Sell
5,977
-1,596
-21% -$193K 0.3% 72
2021
Q4 		$1.22M Buy
7,573
+647
+9% +$140K 0.44% 55
2021
Q3 		$1.51M Sell
6,926
-23
-0.3% -$5.91K 0.69% 39
2021
Q2 		$1.69M Buy
6,949
+51
+0.7% +$11.8K 0.67% 38
2021
Q1 		$1.57M Sell
6,898
-28
-0.4% -$6.55K 0.68% 42
2020
Q4 		$1.51M Buy
6,926
+23
+0.3% +$4.49K 0.69% 39
2020
Q3 		$1.12M Buy
6,903
+653
+10% +$92.2K 0.54% 53
2020
Q2 		$655K Buy
6,250
+550
+10% +$42.1K 0.34% 64
2020
Q1 		$298K Sell
5,700
-775
-12% -$53K 0.19% 90
2019
Q4 		$405K Sell
6,475
-520
-7% -$33.2K 0.21% 93
2019
Q3 		$433K Buy
6,995
+325
+5% +$22.1K 0.24% 81
2019
Q2 		$483K Buy
6,670
+2,875
+76% +$201K 0.27% 79
2019
Q1 		$284K Buy
3,795
+3,095
+442% +$224K 0.19% 99
2018
Q4 		$39K Buy
700
+250
+56% +$17.7K 0.03% 216
2018
Q3 		$44K Buy
+450
New +$34.7K 0.03% 218
2018
Q2 		– Sell
-250
Closed -$12K – 433
2018
Q1 		$12K Hold
250
– – 0.01% 322
2017
Q4 		$8K Buy
+250
New +$9.15K 0.01% 345

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Sands Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return